JOB SUMMARY
Team Responsibilities will include:
- Tracking and analysing Portfolio Company performance through the investment cycle to provide portfolio insights to internal and external stakeholders
- Collaboration with the origination Deal Team on financial and strategic initiatives within Portfolio Companies
- Ongoing dialogue with senior leadership of Portfolio Companies, working with management teams on performance trends and KPI’s
- Preparation of quarterly reviews and analysis for internal Portfolio Management Committees
- Preparation of monthly / quarterly valuations using financial models
- Collaboration with other internal teams including Investor Relations, Macro and ESG in the creation of quarterly reporting, investor materials and other ad-hoc requests
The key attributes required from the successful candidate are:
- Minimum 5 years relevant experience, preferably in a similar role (i.e. Private Equity, Asset Management, Consulting, Transaction Services, Restructuring, Investment Banking)
- Excellent investing and financial acumen, with the ability to quickly disseminate and analyse financial reporting
- Capable of building and interpreting financial models, including DCF modelling
- Strong communication skills, including the ability to deliver impactful presentations to internal and external stakeholders
- The ability to multi-task and execute a wide range of assignments, with competing deadlines
- Excellent written and verbal communication skills
Are you interested in this position?
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